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Peachtree Investment Advisors’s Walmart Inc WMT Stock Holding History

Peachtree Investment Advisors’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$377K Hold
12,135
– – 0.29% 55
2018
Q3 		$380K Hold
12,135
– – 0.26% 61
2018
Q2 		$346K Sell
12,135
-300
-2% -$8.53K 0.25% 60
2018
Q1 		$369K Sell
12,435
-300
-2% -$9.65K 0.28% 59
2017
Q4 		$419K Sell
12,735
-900
-7% -$27.5K 0.32% 60
2017
Q3 		$355K Hold
13,635
– – 0.31% 65
2017
Q2 		$344K Sell
13,635
-1,200
-8% -$30.5K 0.29% 68
2017
Q1 		$356K Buy
14,835
+3,300
+29% +$75.9K 0.33% 64
2016
Q4 		$266K Hold
11,535
– – 0.26% 81
2016
Q3 		$277K Hold
11,535
– – 0.27% 75
2016
Q2 		$281K Sell
11,535
-4,719
-29% -$109K 0.29% 78
2016
Q1 		$371K Hold
16,254
– – 0.37% 65
2015
Q4 		$332K Sell
16,254
-105
-0.6% -$2.11K 0.35% 72
2015
Q3 		$354K Sell
16,359
-12,426
-43% -$285K 0.37% 73
2015
Q2 		$681K Buy
28,785
+126
+0.4% +$3.21K 0.51% 61
2015
Q1 		$786K Buy
28,659
+2,154
+8% +$61.1K 0.56% 50
2014
Q4 		$759K Sell
26,505
-591
-2% -$16K 0.51% 55
2014
Q3 		$691K Buy
27,096
+393
+1% +$9.92K 0.46% 67
2014
Q2 		$668K Buy
26,703
+3,276
+14% +$84.2K 0.45% 66
2014
Q1 		$597K Hold
23,427
– – 0.41% 72
2013
Q4 		$614K Buy
+23,427
New +$605K 0.42% 69

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Peachtree Investment Advisors's WMT Position: Q4 2018 in Review

Peachtree Investment Advisors held its Walmart Inc (WMT) position steady in Q4 2018 at 12,135 shares worth $377K. The position accounts for 0.29% of the portfolio, ranked #55.

Peachtree Investment Advisors first reported a position in WMT in Q4 2013 and has held it in 21 quarters since. The position peaked at $786K in Q1 2015. 1,916 funds tracked by Wall St. Rank hold WMT as of Q4 2018.

  • Peachtree Investment Advisors held 12,135 shares of Walmart Inc worth $377K as of Q4 2018.
  • Peachtree Investment Advisors left its Walmart Inc share count unchanged in Q4 2018.
  • Walmart Inc made up 0.29% of Peachtree Investment Advisors's portfolio in Q4 2018, its #55 holding.
  • Peachtree Investment Advisors first reported a position in Walmart Inc in Q4 2013 and has held it in 21 quarters since.
  • Peachtree Investment Advisors's Walmart Inc position peaked at $786K in Q1 2015.
  • 1,916 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2018.

Based on Peachtree Investment Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.